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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Quarterly Dividend

Sundaram · Banking & PSU
Moderate
₹11.02
Current NAV
17 Mar 2017
2.9%
1Y Return
23.4%
3Y CAGR
11.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.94%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.94).
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.94
Sharpe Ratio
0.94
Beta
3.94
Alpha
2.60
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹7990 Cr
Expense Ratio 0.94%
Min SIP ₹500
Min Lumpsum ₹1000
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